by lportee53 | Sep 5, 2025 | Wednesday Wisdom
Empty Nest? Time to Revisit Your Financial Plan More than an emotional turning milestone, it can be a financial turning point Psychologists often describe this period as transition stress, a natural response to a major life milestone. Yet alongside the emotional...
by lportee53 | Aug 13, 2025 | Wednesday Wisdom
Global Market Commentary – A Hot August August 2025 Recap Global Markets Rally as Oil Declines Global markets outperformed U.S. equities in August, though results showed a slight divergence between developed and emerging economies. Developed international equities...
by lportee53 | Jul 30, 2025 | Wednesday Wisdom
A New Identity of Commercial Real Estate Unfolds Recovery, reinvention and new opportunities during the second half of 2025 Amid dramatic workplace and business model shifts, the commercial real estate (CRE) sector is forging a new identity. As 2025 unfolds, cautious...
by lportee53 | Jul 2, 2025 | Wednesday Wisdom
Investing Lessons from the Heat Dome of 2025 Preventative action when the atmosphere and the markets start to sizzle Just as the atmosphere signals a heat dome with stubborn high-pressure ridges and soaring temperature anomalies, financial markets flash their own...
by lportee53 | Jun 18, 2025 | Wednesday Wisdom
Planning for a Longer Retirement is a Must-Do Conduct a thorough longevity risk assessment using modern planning tools Perhaps the most daunting challenge facing today’s retirees is longevity risk – the possibility that retirement savings will be depleted while the...
by lportee53 | Apr 2, 2025 | Wednesday Wisdom
Pre-Retirement Financial Checklist: Get Your Financial House in Order Are you within a few years of retirement? Now is the perfect time to get your financial house in order. Here’s what to include on your pre-retirement financial checklist: Keep reading…...
